CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
This Quarter Return
-0.6%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$329M
AUM Growth
+$329M
(-2.9%)
Cap. Flow
-$5.79M
Cap. Flow
% of AUM
-1.76%
Top 10 Holdings %
Top 10 Hldgs %
27.22%
Holding
288
New
23
Increased
81
Reduced
71
Closed
21
Top Buys
| 1 |
Comerica
CMA
|
$6.88M |
| 2 |
Marathon Petroleum
MPC
|
$5.92M |
| 3 |
BorgWarner
BWA
|
$4.7M |
| 4 |
Zions Bancorporation
ZION
|
$525K |
| 5 |
Regency Centers
REG
|
$446K |
Top Sells
| 1 |
Abbott
ABT
|
$7M |
| 2 |
NextEra Energy, Inc.
NEE
|
$6.65M |
| 3 |
KAMN
Kaman Corp
KAMN
|
$4.66M |
| 4 |
Global Payments
GPN
|
$965K |
| 5 |
Zebra Technologies
ZBRA
|
$658K |
Sector Composition
| 1 | Financials | 18.72% |
| 2 | Technology | 16.97% |
| 3 | Industrials | 14.06% |
| 4 | Healthcare | 10.47% |
| 5 | Consumer Discretionary | 9.03% |
